KK

Kiran Kambhampati

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CRD#: 4710660
KK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kiran Kambhampati was a registered financial professional .

Kiran is a previously registered financial professional and started their career in finance in 2003. Kiran had worked at 7 firms and has passed the Series 56 exam.

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 30, 2024 - January 14, 2026

LIDO

RIA
CRD#: 269866
LOS ANGELES, CA
Past

June 13, 2022 - November 1, 2024

BRICKTOWN CAPITAL, LLC

RIA
CRD#: 319290
DETROIT, MI
Past

March 14, 2013 - January 28, 2014

BLUEFIN CAPITAL MANAGEMENT, LLC

BD
CRD#: 113892
NEW YORK, NY
Past

September 23, 2011 - January 2, 2013

CUTLER GROUP, LLC

BD
CRD#: 31730
SAN FRANCISCO, CA
Past

March 22, 2011 - August 4, 2011

ARCHELON LLC

BD
CRD#: 43187
CHICAGO, IL
Past

October 22, 2003 - March 22, 2006

SUSQUEHANNA SECURITIES, LLC

BD
CRD#: 35874
BALA CYNWYD, PA
Past

September 17, 2003 - March 22, 2006

SUSQUEHANNA INVESTMENT GROUP

BD
CRD#: 33875
BALA CYNWYD, PA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LIDO
LIDO
COLORADO FINANCIAL MANAGEMENT, A LIDO COMPANY | OAKHURST STRATEGIES, LLC | LIDO ADVISORS, LLC | LIDO ADVISORS | LIDO

CRD#: 269866 / SEC#: 801-100433

RIA
Registered Investment Advisory firm - (7/1/2015 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 56
Date: 9/22/2011
Proprietary Trader Qualification Examination

Current Firm


LIDO
LIDO
COLORADO FINANCIAL MANAGEMENT, A LIDO COMPANY | OAKHURST STRATEGIES, LLC | LIDO ADVISORS, LLC | LIDO ADVISORS | LIDO

CRD#: 269866 / SEC#: 801-100433

RIA
Registered Investment Advisory firm - (7/1/2015 Approved)
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Contact information


Main Address
1875 Century Park East Suite 950, Los Angeles, CA 90067
Mailing Address
Phone number
(310) 278-8232
Established
Firm type
Fiscal year end
# of Employees
320

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts27,931
AUM (Assets Under Management)$ 29,080,337,946

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
11/26/2024
01/26/2024
02/28/2023

Red Flags


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Company Information


LIDO

LIDO

CRD#: 269866

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